SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,032,457 | +4.2% | 380,031 | +8.1% | 13.00% | +0.4% |
| Q1 2024 | $17,308,239 | +8.4% | 351,508 | +4.0% | 12.95% | +3.7% |
| Q4 2023 | $15,967,193 | +22.0% | 338,002 | +7.0% | 12.48% | +3.6% |
| Q3 2023 | $13,087,109 | -4.0% | 315,961 | +1.5% | 12.05% | -0.1% |
| Q2 2023 | $13,631,442 | +7.8% | 311,220 | +3.2% | 12.07% | +4.4% |
| Q1 2023 | $12,647,105 | +6.2% | 301,624 | +2.6% | 11.56% | +0.2% |
| Q4 2022 | $11,905,599 | +6.1% | 293,893 | -1.0% | 11.53% | -1.3% |
| Q3 2022 | $11,221,000 | -2.9% | 296,841 | +0.1% | 11.68% | +5.0% |
| Q2 2022 | $11,561,000 | -16.7% | 296,524 | +1.2% | 11.13% | -3.6% |
| Q1 2022 | $13,882,000 | -16.9% | 293,115 | +79.6% | 11.54% | -3.9% |
| Q4 2021 | $16,712,000 | +0.5% | 163,200 | -1.7% | 12.01% | -1.3% |
| Q3 2021 | $16,624,000 | -2.8% | 166,074 | +1.1% | 12.17% | -1.4% |
| Q2 2021 | $17,111,000 | -1.5% | 164,245 | -5.7% | 12.35% | -4.6% |
| Q1 2021 | $17,364,000 | +19.5% | 174,217 | +6.7% | 12.95% | +1.7% |
| Q4 2020 | $14,530,000 | +24.5% | 163,261 | -4.4% | 12.73% | +4.9% |
| Q3 2020 | $11,669,000 | +6.7% | 170,788 | +2.0% | 12.14% | -0.3% |
| Q2 2020 | $10,937,000 | +18.9% | 167,381 | -6.3% | 12.18% | -0.1% |
| Q1 2020 | $9,200,000 | -36.6% | 178,574 | -6.9% | 12.18% | -13.6% |
| Q4 2019 | $14,511,000 | – | 191,837 | – | 14.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |